- Coordinate with others to manage the Global tax compliance process for investment partnerships and accounts managed by the firm including Federal, State, and International tax reporting.
- Lead tax process improvement projects using different tax technology solutions while collaborating with various Departments with a high focus on increasing efficiency and risk management.
- Communicate regularly with Fund Finance and Treasury executives to implement strategies designed to improve the transfer of information between groups, including the tracking, booking, and processing of tax payments and refunds.
- Work closely with the Tax Managing Director on tax structuring for various clients of different tax profiles.
- Research tax technical issues and articulate findings in a manner suitable for the audience.
- Work with service providers to stay abreast of legislative and regulatory tax changes and communicate tax developments to management team.
- Review tax deliverables with a focus on accuracy and timeliness.
- Draft client correspondence and participate in communications with clients, as needed.
- Review fund structures of underlying fund investments for domestic and foreign entities and identify tax filing and income reporting requirements.
- Review partnership allocations of income for investment partnerships and issue K-1s to investors.
- Perform related duties as assigned including handling tax notices, updating tax forms, responding to investment tax questionnaires.
- CPA required, BA/BS in Accounting, MST preferred, minimum 3.5 GPA.
- Minimum of 7 years public and/or private tax experience required, preferably a public/private mix.
- Proficient user in Microsoft Excel with the ability to efficiently manage large datasets required.
- Expertise in federal and state returns for domestic and foreign partnerships and corporations.
- Expertise in international tax including experience with PFICs, CFCs, ECI/FDAP/FIRPTA withholding.
- Experience with FATCA/CRS reporting a plus.
- Experience with Alteryx, Power Automate, or Power BI a plus.
- Strong organizational/project management skills and detail-oriented mindset.
- Excellent communication skills - both written and oral.
- Demonstrated initiative and ability to work in a fast paced, changing environment.
- High degree of integrity.
- Positive attitude and strong work ethic.
- Ability to balance multiple concurrent projects.
- Demonstrated ability to work effectively as part of a team.
- Must be resourceful and capable of developing a network of effective relationships with a variety of service providers and internal professionals across departments.
-
Tax Principal
1 week ago
Atlantic Group New York, United StatesJob Overview - Tax Principal: · A prominent publicly traded company specializing in private equity and hedge fund investments is seeking a Tax Principal to join its team. · Compensation: $150,000 - $185,000/year + bonus · Location: New York, NY - Hybrid · Responsibilities as the ...
-
Tax Principal
1 week ago
Atlantic Group New York, United StatesJob Overview - Tax Principal: · A prominent publicly traded company specializing in private equity and hedge fund investments is seeking a Tax Principal to join its team. · Compensation: $150,000 - $185,000/year + bonus · Location: New York, NY - Hybrid · Responsibilities as the ...
-
Tax Principal
3 weeks ago
GCM Grosvenor New York, United States Full timeSUMMARY · The Tax Principal role entails working closely with the Tax Executive and Managing Directors, other Tax team colleagues including other Tax Principals, and service providers to manage all tax aspects of the Private Markets business including private equity, co-investmen ...
-
Tax Principal
3 weeks ago
Michael Page International New York, NY, United StatesOpportunity to work and grow within a leading Asset Management FirmGreat health benefits + Competitive Base + BonusAbout Our ClientMy client is a sophisticated alternative asset management firm. They are a small and collaborative team looking for a sharp individual to join their ...
-
Tax Principal
1 week ago
CRETE PA HOLDCO LLC New York, United StatesJob Description · Job DescriptionTremendous opportunity for a CPA with 10+ years of experience looking to be a partner and to join our dynamic team in our New York City office. · This position is for an ambitious individual looking to be a partner in a rapidly growing and success ...
-
International Tax Director/ Principal
3 weeks ago
Tandym Group New York, United StatesA public accounting firm in New York City is actively seeking an experienced International Tax professional to join their staff as their new International Tax Director / Principal. · Responsibilities: · The International Tax Director / Principal will: · Oversee and drive multipl ...
-
Tax Associate, Manager/Principal- SALT
3 weeks ago
The Eppolito Group, Inc. New York, United StatesBig 4 and large, regional CPA firms seeks SALT specialist to join their tax department · Description: · Responsibilities of the position include, but are not limited to: · Determining clients' state and local tax burden through compliance and advisory services for C and S corpora ...
-
Family Office Tax Senior Associate/Principal
3 weeks ago
Cerity Partners New York, United StatesJob Details · Level · Experienced · Job Location · New York 99 Park - New York, NY · Position Type · Full Time · Education Level · 4-year degree or above · Salary Range · $110, $130,000.00 Salary/year · Job Category · Finance · Are you someone with impeccable attentio ...
-
Associate or Vice President, Tax Equity
1 week ago
Santander Holdings USA Inc New York, United States Full timeAssociate or Vice President, Tax EquityNew York, United States of AmericaGeneral Description: · Santander Corporate & Investment Bank ("SCIB") is the leading energy transition structuring and financing bank in the US. With the goal of growing US CIB revenue c. 20% YOY between 202 ...
-
Associate or Vice President, Tax Equity
6 days ago
Santander Holdings USA Inc New York, United States Full timeAssociate or Vice President, Tax EquityNew York, United States of AmericaGeneral Description: · Santander Corporate & Investment Bank ("SCIB") is the leading energy transition structuring and financing bank in the US. With the goal of growing US CIB revenue c. 20% YOY between 202 ...
-
Principal Administrative Associate
2 weeks ago
NYC Careers New York, United States**Principal Administrative Associate**: · - Apply**Principal Administrative Associate**: · - Agency: NYC HOUSING AUTHORITY · - Posted on: 05/18/2024- Job type: Full-time · Location · NYC-ALL BOROS · - Title Classification: Exam may be required · Department · Proc Ethics & Vendor ...
-
Accounts Payable
3 weeks ago
Summit Assets New York, United States**Job Overview**: · We are seeking a detail-oriented and organized Accounts Payable Clerk to join our team. As an Accounts Payable Clerk, you will be responsible for processing and managing all accounts payable transactions for the company. This is a vital role in ensuring accura ...
-
Vice President, Asset Management
2 weeks ago
L+M Development Partners New York, United StatesSena Affordable Communities ("Sena") is the LIHTC preservation affiliate of L+M Fund Management ("LMFM"). Since 2014, the principals of Sena have been instrumental in the acquisition and renovation of over 10,000 units representing $2.8 billion in transactions across numerous mar ...
-
Mortgage Administrator
1 week ago
Time Equities Inc New York, United States**REAL ESTATE MORTGAGE ADMINISTRATOR** · Time Equities, Inc. ("TEI"), an international real estate investment and development company is seeking a detail-oriented, dependable, and experienced associate to maintain, reconcile and analyze spreadsheets and systems related to real es ...
-
Full-charge Bookkeeper
3 weeks ago
Nelligan White Architects New York, United StatesArchitecture firm seeking-full time, in-person, Full-Charge Bookkeeper. · Please reply with a cover letter along with resume, salary requirements, and references as a single PDF. Applicants who do not organize their information in this manner will not be considered. · **Position: ...
-
Snap Specialist, Chinese Speaking
2 weeks ago
Metropolitan Council on Jewish Poverty New York, United States**FLSA**:Non-Exempt/Overtime Eligible · **Benefits**:Eligible · **Hours Per Week**:40/Full-time · - Met Council is America's largest Jewish charity dedicated to serving the needy. We fight poverty through comprehensive social services and by treating each client with compassion, ...
-
Development Associate
1 week ago
Metropolitan Council on Jewish Poverty New York, United States**FLSA**:Non-Exempt/Overtime Eligible · **Benefits**:Eligible · **Hours Per Week**:40/Full-time · - Met Council is America's largest Jewish charity dedicated to serving the needy. We fight poverty through comprehensive social services and by treating each client with compassion, ...
-
Painter
3 weeks ago
Metropolitan Council on Jewish Poverty New York, United States**FLSA**:Non-Exempt/Overtime Eligible · **Benefits**:Eligible · **Hours Per Week**:40/Full-time · - Met Council is America's largest Jewish charity dedicated to serving the needy. We fight poverty through comprehensive social services and by treating each client with compassion, ...
-
Associate, Controllership Equities
1 week ago
Santander Holdings USA Inc New York, United States Full timeAssociate, ControllershipNew York, United States of AmericaThe Controllership function is responsible for the operations and controls surrounding accounting, and financial reporting of the institution. This function's responsibilities demonstrates expertise by being able to artic ...
-
Snap Specialist, Spanish Speaking
2 weeks ago
Metropolitan Council on Jewish Poverty New York, United States**FLSA**:Non-Exempt/Overtime Eligible · **Benefits**:Eligible · **Hours Per Week**:40/Full-time · **Locations**:Brooklyn and Far Rockaway · - Met Council is America's largest Jewish charity dedicated to serving the needy. We fight poverty through comprehensive social services and ...
Tax Principal - New York, United States - GCM Grosvenor
Description
SUMMARY
The Tax Principal role entails working closely with the Tax Executive and Managing Directors, other Tax team colleagues including other Tax Principals, and service providers to manage all tax aspects of the Private Markets business including private equity, co-investments, infrastructure, secondaries, and real estate. The Tax Principal may also have responsibilities with management company entities and in other investment verticals, such as Absolute Return Strategies and Strategic Investments.
As an onsite/hybrid employee, you are expected to be in the office on Tuesdays and Wednesdays as well as a third day in coordination with your manager.
RESPONSIBILITIES
EDUCATION, SKILLS And EXPERIENCE REQUIREMENTS
It is expected that the annual base salary range for this New York City-based position will be $150,000 - $185,000. Actual base salary may vary based on factors such as individual's experience, skills, and qualifications for the role. Employees may be eligible for a discretionary bonus based on factors such as individual, team, and company performance as well as a comprehensive benefits package.
CULTURE
We are not afraid to think differently. Embrace new ideas. Dream big. Welcome change. We are a culture of empowerment, accountability, high performance, and trust. Successful team members are self-motivated and energized by working alongside thoughtful and smart colleagues in a fast-paced environment. Individuals who thrive on this team enjoy being a part of an organization focused on excellence. We look for naturally collaborative individuals who enjoy interacting at all levels of the organization.
DIVERSITY, EQUITY & INCLUSION
A diverse, engaged team is critical to our ability to successfully create and deliver value to our clients. We are committed to creating an inclusive environment where diverse professionals can thrive professionally, and we are dedicated to training, retaining, and promoting minorities, women, LGBTQ employees, veterans and individuals with disabilities. Over 55% of GCM Grosvenor employees and 43% of executive management are women and/or ethnically diverse individuals. In addition, we seek to drive a more diverse, inclusive industry through our partnership with diverse professionals organizations and by consciously working with subcontractors and vendors that are certified as minority-, women-, or persons with disabilities-owned businesses.
About The Firm
GCM Grosvenor (Nasdaq: GCMG) is a global alternative asset management solutions provider with approximately $76 billion in assets under management across private equity, infrastructure, real estate, credit, and absolute return investment strategies.
The firm has specialized in alternatives for more than 50 years and has a diverse, engaged team of approximately 530 professionals serving a global client base. We are proud to offer our employees a comprehensive benefits package focused on health and wellness, retirement planning, and diversity and inclusion.
The firm is headquartered in Chicago, with offices in New York, Toronto, London, Frankfurt, Tokyo, Hong Kong, Seoul, and Sydney. For more information, visit:
EQUAL OPPORTUNITY EMPLOYER M/F/D/V
